Compare HEQQ and FHEQ

HEQQ and FHEQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Hedged Equity ETFDefined Outcome · Hedged equity0.52%0.60%+7.7%+7.1%[…][…]−7.8%10.0%$986M1.3

JPMorgan Nasdaq Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.17%+2.8%+2.8%[…][…]−7.7%10.3%$30M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: HEQQ 2025 · FHEQ 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF · $30M[…]

HEQQ

FHEQ

Fidelity Hedged Equity ETF · $986M[…]

$10,000 five years ago, dividends reinvested · they hold 43.0% in common

HEQQMeasureFHEQ

+2.8%Year to dateJan 1 → Nov 3+7.7%

+2.8%1 yearTotal return+7.1%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.50%Expense ratio$50 · $52 a year on $10k · lower is better0.52%

0.17%Trailing 12-mo yield$17 · $60 a year on $10k0.60%

−7.7%Worst dropSmaller is better−7.8%

10.3%VolatilityLower is calmer10.0%

HEQQFHEQ Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4FHEQ wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HEQQ vs FHEQ: Top 5 Holdings

Today

HEQQ

34.2%in top 5

FHEQ

in top 526.3%

HEQQStockFHEQ

8.6%NVDA7.3%

8.4%AAPL7.6%

7.1%MSFT5.1%

5.2%MUnot top 5

5.0%GOOGnot top 5

not top 5AMZN3.8%

not top 5AVGO2.5%

Held in common43.0%

End-of-day Nov 3, 2026 · share of each fund

HEQQ vs FHEQ Returns, Every Period

1Y

J.P. MorganHEQQ

+2.8%

past year

FHEQFidelity

+7.1%

past year

HEQQFHEQFaded: behind in that period

0–2FHEQ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

HEQQ vs FHEQ

YTD

J.P. MorganHEQQ

+2.8%

FHEQFidelity

+7.7%

+2.8%Year to date+7.7%

−7.7%Worst drop · 1Y−7.8%

10.3%Volatility · 1Y10.0%

0.2%Yield0.6%

$29.8MAssets$986M

3–1FHEQ wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HEQQ, FHEQ

Today

0.50%lowest, HEQQ

FundExpense ratioFee$10k

HEQQ0.50%$50

FHEQ0.52%$52

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: HEQQ, FHEQ

1Y

0.60%highest, FHEQ

FundTrailing yieldYield$10k

FHEQ0.60%$60

HEQQ0.17%$17

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$8most kept, FHEQ

FHEQ$60 − $52 = $8

HEQQ$17 − $50 = −$33

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: HEQQ, FHEQ

Today

43.0%most shared, HEQQ and FHEQ

HEQQFHEQ

HEQQ—43.0%

FHEQ43.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+7.1%FHEQ, at 10.0% volatility

FHEQWorst drop−7.8%10.0% vol

HEQQWorst drop−7.7%10.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FHEQHEQQ

+7.7%Year to date+2.8%

0.6%Yield0.2%

+7.1%Past year+2.8%

0.52%Fee0.50%

3–1FHEQ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026